At Cheltenham Wills we see our Will Writing service as an integral part of our overall financial advice to clients - to help preserve capital assets and ensure wishes for the eventual inheritance of their estates are fulfilled.

Only by having an up-to-date Will can you ensure that your loved ones, and not the Government, benefit from your estate. Our experts at Cheltenham Wills know all about how to shield your wealth and property from inheritance tax. We specialise in providing professional Will Writing and Estate Planning solutions as part of a ‘cradle to grave’ long term relationship with our clients.

In conjunction with Beneficial Trust and Will Company (BTWC LTD), our clients can choose from a comprehensive range of options - from Single and Mirror wills, Lasting Powers of Attorney, Inheritance Tax Estate Planning to Property Trusts. Beneficial Trust and Will Company are professional will writers who are members of the Society of Will Writers, the regulatory body of the profession. Will documents will be securely stored with BTWC Ltd after execution.

Our service offers you a free consultation, ideally face-to-face, when we’ll provide all the information you need to make an informed decision about how best to plan your estate.

Cheltenham Wills - Cheltenham IFA Limited - 10 Montpellier Arcade - Cheltenham - Gloucestershire - Tel: 01242 26 96 56
Will Writing Service

Our Services at Cheltenham Wills

We have a range of interlocking financial solutions available that have been designed to help you realise your plans no matter what happens during your life. These include:
Wills & Trusts Enquiry
Name:

Company (if applicable):

Contact Tel:
Contact Email:
Time to call:
Requirements:

  • Will writing and Executorships

  • - Business wills
  • - Living Wills
  • - Memorandum of Wishes
  • - Single Wills & Mirror Wills
  • - Professional Executor Service
  • - Existing Wills Reviewed & updated
  • Trusts
  • - Discretionary Trusts
  • - Child discretionary trust
  • - Disabled Discretionary Trusts
  • - Protective Property Trusts
  • Financial Planning Advice
  • Tax efficient investing
  • Pensions
  • Healthcare
  • Insurance
  • Mortgages
  • Probate Advice
  • Severance of Tenancy
  • Inheritance Tax Advice
  • Nil Rate Band Trust
  • Powers of Attorney
  • - General
  • - Lasting
  • - Ordinary
  • Pre-Paid Funeral Plan
  • Secure Will Storage
Planning ahead and securing the future of your family is vital to everyone. However, without a Will you cannot ensure that your family will receive their rightful inheritance. Writing your Will now will save a lot of family heartache in the future. You’ll also make sure that the people you wish to benefit from your life’s work will receive what you want them to - not what someone else may wish to give them.

Just call us today at Cheltenham Wills to make an appointment for our professional advice, to ensure your family’s future is secure.